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Financial Sales Consultant Jobs (NOW HIRING)

VeeRteq Solutions Inc.

Financial Consultant

Cleveland, OH · Remote

$112K/yr

... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...

Relevante

Financial Consultant

Cleveland, OH · Remote

$112K/yr

... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...

Relevante, Inc.

Financial Consultant

Cleveland, OH · On-site +1

$112K/yr

... Sales consultant. #3. Must be able to build a book of business #4. No more than 3 jobs in the past 10 years. Responsibilities of the Financial Consultant: Collaborate with our current clients while ...

Vanguard

Financial Consultant (Sales)

Dallas, TX

Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication--verbal, written, and interpersonal. * Strong problem‑solving ...

Vanguard Group

Financial Consultant (Sales)

Dallas, TX · On-site

Strong consultative sales skills and the ability to translate financial complexity into client confidence. * Excellent communication-verbal, written, and interpersonal. * Strong problem-solving ...

VentureTech Solutions

Sales Representative

Sunrise, FL · On-site

Job Overview Sales Representative | Settlement Sales Associate | Financial Sales Consultant Hiring Multiple Inside Sales Representatives - Immediate Openings Base Salary + Uncapped Commission | Top ...

PMG AUTO SALES

Sales Consultant

Bryan, TX

... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.

PMG AUTO SALES

Sales Consultant

Huntsville, TX

... financial goals. Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. You are helping someone navigate one of the biggest purchases of their lives.

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Financial Sales Consultant information

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$98K

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How much do financial sales consultant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial sales consultant in the United States is $98,000.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial sales consultant, and why are they important?

To thrive as a Financial Sales Consultant, you need a strong background in finance, sales strategies, and customer relationship management, typically supported by a relevant degree and, in some cases, financial licenses such as Series 6 or 7. Familiarity with CRM software, financial planning tools, and investment platforms is commonly required. Outstanding interpersonal skills, persuasive communication, and resilience set top performers apart in this client-facing role. These abilities are crucial for building trust, effectively advising clients, and consistently meeting sales targets in a competitive financial environment.

What is the difference between Financial Sales Consultant vs Financial Advisor?

AspectFinancial Sales ConsultantFinancial Advisor
CredentialsLicenses such as Series 7, Series 63/66, CFP (optional)CFP certification often preferred; licenses like Series 7, 66
Work EnvironmentFinancial institutions, sales-focused settingsIndependent or firm-based, client advisory settings
Employer & IndustryBanks, brokerage firms, insurance companiesFinancial planning firms, independent practices
Primary FocusSales of financial productsComprehensive financial planning and advice

While both roles involve working with clients on financial matters, a Financial Sales Consultant primarily focuses on selling financial products and meeting sales targets. In contrast, a Financial Advisor provides holistic financial planning and personalized advice, often requiring additional certifications like CFP. The roles overlap in credentials and industry settings but differ in scope and primary responsibilities.

What is a financial sales consultant?

Financial sales consultants are professionals who advise clients on financial products and services, such as investment accounts, insurance, loans, and retirement plans. They assess clients' financial needs, present suitable solutions, and help them make informed decisions to achieve their financial goals. In addition to providing advice, they are responsible for building relationships, meeting sales targets, and staying informed about market trends and regulations.

How does a financial sales consultant typically collaborate with other departments to meet client needs?

Financial Sales Consultants regularly work with colleagues from product development, compliance, and customer service teams to deliver tailored solutions for clients. By collaborating closely, they ensure that clients receive accurate information, suitable financial products, and seamless service. Effective communication and teamwork are crucial, as consultants must relay client feedback, stay updated on new offerings, and coordinate on complex transactions. This cross-functional interaction not only enhances client satisfaction but also supports consultants in meeting their sales targets.
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Financial Sales Consultant jobs near you
Infographic showing various Financial Sales Consultant job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $98,000 per year, or $47.1 per hour.

Financial Sales Consultant

Northwestern Mutual

Stamford, CT • On-site

$82K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 19 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

163rd of 307 rated insurance

Job description

Financial Sales with NM110:

Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their financial goals. You will build personalized, holistic financial plans tailored to every client’s unique needs, maintaining strong relationships with them through every stage of their lives.

Job Responsibilities and Duties:

  • Build and own your book and relationships with your clientele
  • Maintain client relationships (97% YoY client retention)
  • Provide customized financial solutions spanning investments, retirement, insurance, financial planning, tax planning, etc.
  • Attend client meetings, exhibiting a professional level of financial competency throughout the planning process
  • Grow and scale your practice - hire and manage staff, open your own firm (typically 5+ years)
  • Always act in the client's best interest

Development with NM110:

  • Award-winning training and mentorship program
  • Joint-work program to ensure proper support and critical learning during early development
  • Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
  • Access to 17 out of top 34 in-house Forbes Best-in-State Financial Security and Private Wealth Management Professionals for the state of Connecticut

Qualifications:

  • Strong interpersonal and networking skills (required)
  • Self-starter and highly motivated (required)
  • Bachelor's degree from a four-year institution (strongly preferred)
  • History of achievement in fields such as marketing, business development, or sales (preferred)
  • Athletic or military background (preferred)
  • Life and Health and investment licenses (SIE, Series 6, 7, 63, 65, and/or 66) (preferred)

Compensation and Benefits:

  • Income is largely performance-based and uncapped
  • Launch Stipend: $37k
  • OTE: Year 1: $100k-$175k l Year 3: $150k-$220k l Year 5: $200k-$300k
  • Diversified revenue streams and passive income with client retention
  • Medical, Dental, Vision, Life, and Disability insurance
  • Flexible schedule
  • Retirement plan (Traditional + Pension)

**ONLY ACCEPTING APPLICANTS FROM FAIRFIELD COUNTY, CT AND SURROUNDING AREAS - NO MANHATTAN, LONG ISLAND, NJ, OR OUTSIDE THE TRI-STATE AREA**

Company Description

Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.

Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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